Create and manage categories
Categories group your products — Food, Dry Goods, Packaging. They keep a large catalog navigable and power filters and reports.
Create a category
- Go to Inventory → Products → Categories.
- Click Add new.
- Enter a name and Save.
Assign products to a category
Set a product’s category on its add or edit form, in a CSV import, or in a bulk edit.
Where categories help
- Filtering — narrow any product or stock list to one category
- Reporting — see on-hand value or movement by category
- Counts — run a cycle count for a single category
How many to use
Enough to be useful, few enough to stay meaningful — most warehouses do well with 8–20. If you need finer structure, see Organize categories into a hierarchy.
Tip: categorize by how you store and count stock, not how you market it. Categories that match the physical warehouse make counts and picks easier.
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